LITMAN GREGORY WEALTH MANAGEMENT, LLC
SEC file number 801-50916
· LARKSPUR, CA
https://lgam.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$2.41B
Discretionary AUM
$2.09B
Employees
25
Clients
1
Firm
- Address
- 1100 LARKSPUR LANDING CIRCLE
LARKSPUR, CA 94939 - Phone
- —
- Website
- https://lgam.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- ARCADIA WEALTH MANAGEMENT LLC\GA Medium name-match confidence · CIK 2132232 · GA
-
RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
-
ARCADIA WEALTH MANAGEMENT LLC\GA · D · Apr 29, 2026